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Ownership Diff · AMZN vs NVDA

AMZN vs NVDA

Amazon · NVIDIA

Superinvestor ownership overlap, unique holders, and conviction comparison.

AMZN
Amazon
Technology
ConvictionScore−8
SignalSlight selling
Tracked owners3
NVDA
NVIDIA
Technology
ConvictionScore+8
SignalSlight accumulation
Tracked owners8

Ownership fingerprint

Who holds AMZN only, who holds NVDA only, and who holds both.

AMZN only (0)■ Both (3)NVDA only (5)
Both
NVDA only

Of 3 shared managers, 1 weight AMZN heavier and 2 weight NVDA heavier.

Only AMZN · 0

All AMZN holders also hold NVDA.

Both · 3

Shared manager conviction

For managers holding both: how hard do they bet on each? Longer bar = bigger position.

Tom Slater
AMZN
8.7%
NVDA
9.4%
20-year hold. Core position.
Stephen Mandel
AMZN
6.9%
NVDA
5.1%
Cloud + retail optionality.
David Tepper
AMZN
6.4%
NVDA
10.2%
Cloud + retail dual engine.
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Frequently asked questions

Which has more hedge-fund owners: AMZN or NVDA?

AMZN (Amazon) is held by 3 tracked superinvestors; NVDA (NVIDIA) is held by 8. NVDA has 5 more tracked holders. Full ranking by % of portfolio in the table below.

What managers hold both AMZN and NVDA?

3 tracked superinvestors hold both AMZN and NVDA based on the latest SEC 13F filings. Largest dual-holder: Tom Slater (8.7% AMZN · 9.4% NVDA). Full overlap table below.

What is the overlap between AMZN and NVDA institutional ownership?

Across 8 unique tracked holders: 0 hold only AMZN (0%), 3 hold both (38%), 5 hold only NVDA (62%). The full Venn split + per-manager position % is on this page.

Among managers holding both AMZN and NVDA, which do they prefer?

Of 3 managers holding both, 1 weight AMZN higher and 2 weight NVDA higher in their portfolios. NVDA is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.

Sourced from SEC 13F filings (2026). Not investment advice. Methodology.